Tyler Bogues, CIM, FCSI

Investment Advisor

613-566-7577

Tyler can offer his clients all the advantages of his personal knowledge, financial expertise and commitment to client satisfaction. With over 14 years of experience in the financial services industry, Tyler has gained the respect of his clients by providing them sound, reliable investment advice.

Tyler Bogues began his investment career with RBC Dominion Securities Inc. while studying a Bachelor of Arts Degree (Economics) at Carleton University.  Since then, he has obtained the Canadian Investment Manager (CIM) designation as well as the distinguished Fellow of the Canadian Securities Institute (FCSI) designation.  The designation tells clients, employers, and colleagues that the fellow has mastered a rigorous curriculum covering a broad range of investment topics and that members are committed to the highest ethical standards in the profession.  Tyler is a believer in continuing education and is constantly striving to learn more about the industry as well as extended solutions for his clients.

As an Investment Advisor, Tyler specializes in investment management for individuals, estate and trust clients, and Corporate Clients.   He is also a licensed Insurance Representative and through his Wealth Management Approach can help organize your life insurance needs.

Investment Management Philosophy

Tylers most important job is to listen to understand you and your familys investment needs, and to work with you to set out short and long-term investment objectives. He will work with you to define your tolerance for risk, and develop realistic investment expectations commensurate with your comfort level.

You have many choices when it comes to managing your investments. How do you make choices that are right for you?  Before recommending an investment strategy, Tyler will consider your:     

  •        Return objectives and tolerance for risk.
  •        Investment time horizon.
  •        Current and future need for liquidity.
  •        Current lifestyle requirements.
  •        Tax situation.
  •        Unique needs and circumstances.

Working with Tyler, you have direct access to the expertise and resources of RBC Dominion Securities, Canadas leading provider of wealth management services. Tyler is supported by a vast network of traders, economists, top ranked analysts and leading investment strategists.

 

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